Training Library

Required Training for Financial Systems Access

Access to some systems, software or purchasing tools have training prerequisites with proof of courses completion required before access or tools are made available.

Expand the system topics below to review training requirements.

Required training for financial systems access

Infor Lawson Financials

Access to Infor Lawson for Payroll Time and Attendance Entry is granted only when theInfor Lawson Security Access Request Form has been submitted to DoTS through DoTS Help or emailed to the DoTS Service Desk by the employee's supervisor. Certain courses must also be completed based on the access requirements.

TheMatrix of Required Courses provides a brief course description of required courses for noted roles as well as links to the courses.

MySchoolBucks

Completion of an E-Learning course is required for system access for the Business Administrator role in MySchoolBucks. The course is comprised of three lessons. Click the following link to enroll and launch directly into the course: MSB for Business Admin MSB-E1

Completion of an E-Learning course is required for system access for any individual in a school assigned to the role of Cashiering within MSB. Click the following link to enroll and launch directly into the course MSB Cashiering MSB-E2

Purchasing Card Program

The DPS Purchasing Card is used by employees that have a need to make low-dollar purchases for a school or department. The Purchasing Card Program includes three roles related to purchasing (Cardholder), reconciliation (Reconciler) and approval (Approver) of card transactions. Employees with these roles will be required to successfully complete thePurchasing Card E-Learning Course andDoTS-805E1 Lawson and Account Basics course. The requestor must also accept the Terms of Agreement for their role prior to issuance of a card or granting access to PaymentNet™ to process or approve card transactions.

Student Activity Fund (SAF)

All administrative personnel managing a Student Activity Fund should thoroughly read and be familiar with: SAF Training Guide and Policies and Procedures. There are two SAF tracking tools available to employees responsible for the detail management of these funds and additional recommended and required training may differ for each.

Excel Ledger – The following can be located in the Financial Services Resource Center under “Reference Guides and Job Aids” and will be beneficial to managing SAF.

Excel Quick Reference Guides

SAF Chart of Accounts

SchoolBooks Blue Bear - Any personnel using this software as their tracking tool should also be familiar with the SAF Chart of Accounts and must be certified through the SchoolBooks Certification Course.

Training is supplemented through the monthly SAF Help Lab. The schedule can be found in the Financial Services Resource Center “Training Courses & Labs” site.

Training Courses and Labs

Financial Services provides training for DPS schools and departments for successful navigation of financial and student data systems. We strive to deliver training that is convenient and supports accurate and effective system and process interaction for employees.

Expand topics below to view a full listing of all Financial Services training courses, videos and help labs.

New Office Support Academy (NOSA) is designed to provide brand-new Secretaries an introduction to Fall Registration, entering student data into IC, Choice and Enrollment (CHOICE), English Language Acquisition (ELA), Fall Adjustment, and the opportunity to complete IC Certifications. NSA aims to provide the necessary tools for all new front office staff to complete the first 30 days of school efficiently and accurately.

Course content includes instruction on the following:· Procurement to Payment process flow· Guidelines on purchase order (requisition) process, receiving of goods and service invoice approval process· Detail Requisition Data Entry on different types of goods and services order and receiving on goods· Online requisition and receiving simulation exercises

Purchasing Card

Course content includes instruction on the following:· Guidelines and policies in use of DPS Purchasing Card (Pcard)· Online review, documentation submittal and approval of Pcard Transactions through J P Morgan PaymentNet

Video content includes instruction on the following:· Explanation of Report Card March submission· Explanation of what professional development is in relationship to Report Card March· Tutorial on how to accurately calculate professional development days